Oracle CRM On Demand Advanced Analytics Workshop

Duration: 3 Days

What you will learn

In this course, students learn to use advanced features of Oracle CRM On Demand Answers to support custom
business reporting needs. These include learning how to: apply advanced formatting and layouts; create and apply
multiple filters for rolling date analyses and negative reporting; use advanced formulas and calculated columns; build
comparative reports using prompts; create custom dashboards; and, track usage and performance. These skills enable
advanced users to build easy-to-use reports and dashboards that meet complex reporting needs.
Hands-on exercises based on real business examples reinforce the skills and knowledge taught in the course. This
provides an opportunity for students to practice new skills in a safe environment with instructor support.
Before the start of the class, students will have to complete the following prerequisites:
Oracle CRM On Demand: Build Your Own Reports: 1 Control Visibility to Report Data
Oracle CRM On Demand: Build Your Own Reports: 2 Create List Reports
Oracle CRM On Demand: Build Your Own Reports: 3 Format Custom Reports
Oracle CRM On Demand: Build Your Own Reports: 4 Create Charts for Reports
Oracle CRM On Demand: Build Your Own Reports: 5 Create Pivot Tables for Reports
Oracle CRM On Demand: Build Your Own Reports: 6 Control Access to Reports
Oracle CRM On Demand: Creating Custom Dashboards
To access those prerequisites, please follow the steps below:
Go to www.oracle.com and log in
If you don’t have an account, click the Register for a free Oracle Web account link on top of the page to create one
After you log in, click the Education tab
Click on Self-Study Online in the left nav
Now are you in the Oracle University Knowledge Center
Go to the right nav and click the Free Trial link in The Quick Links box
Read the Free Trial Subscription terms and accept
Type the pre-requisite name in the Search box and click Go

Learn To:

Write time and date formulas and create rolling date reports
Create effective pivot tables that provide multiple data perspectives
Link directly from a record to a record-specific analysis
Filter data based on the results of another analysis or using a simple SQL statement
Create custom dashboards to provide an in-depth view of the business using simple reports
Use column and conditional formatting to emphasize key data

Audience

Administrator
Reports Developer
Technical Administrator
Technical Consultant

Related Training

Required Prerequisites
Ability to use Oracle CRM On Demand Answers to create basic reports
Basic familiarity with the Oracle CRM On Demand application

Course Objectives

Use advanced filtering options to satisfy report data requirements
Filter data based on the results of another analysis
Combine reports to create complex filters
Use column formulas to calculate data in an analysis
Write rolling date filters to display results based on relative time frames
Include session variables in filters and formulas
Create links to navigate users through a set of reports
Use action links to pass record details to a report so that the report results are record-specific
Create custom dashboards to provide an in-depth view of the business using simple reports
Track usage and performance of the CRM On Demand application using standard and custom usage tracking reports
Create analyses that answer defined business questions
Identify and apply formatting options to emphasize key data
Design and format effective pivot tables to show data from multiple perspectives
Define prompts to allow users to filter information in an analysis

Course Topics

Reporting Methodology

Identifying Subject Areas
Finding Data Columns
Analyzing Custom Objects
Designing Your Report

Formatting Tables

Column Formatting
Conditional Formatting
Using Images

Working With Pivot Tables

Adding Totals and Relative Values
Adding Duplicate Columns

Using Advanced Layout Views

Column Selectors
Gauge Views
Adding a Legend
Using a Narrative View

Using Filters

Filtering with SQL Expressions
Using Variables
Filtering Based on Results of Another Analysis
Using the Filtered Metrics Function

Combining Reports with Set Operations

Defining Column Filter Prompts

When to Use Prompts
Date Range Prompts

Column Formulas and Conditional Expressions

Where to Apply Formulas
Creating Mathematical Formulas

Date and Time Formulas

Types of Date Formulas
Rolling Date Filters
Using Session Variables

Conditional Values

Using CASE Statements
Applying Aggregation Rules

Navigating Users to Analyses

Defining Drill-Down Paths
Creating a Web Link field

Creating Custom Dashboards

Creating and Designing Custom Dashboards
Creating Dashboard Prompts